Can I prevent my estate from being mismanaged?
The question of safeguarding an estate from mismanagement is a paramount concern for many individuals planning for the future, and …
Point Loma Estate Planning Law
Can I require verified community involvement hours for distributions?
As an estate planning attorney in San Diego, I often encounter clients with strong desires to instill values and encourage …
Can estate planning help manage a timeshare portfolio?
Timeshares, often purchased with dreams of annual vacations, can quickly become financial and logistical burdens, and surprisingly, they often get …
Can the trust fund accessible video game systems for therapeutic use?
The question of funding therapeutic tools like video game systems through a trust is increasingly common as we recognize the …
Can a special needs trust support peer support networks?
The question of whether a special needs trust can support peer support networks is increasingly relevant as we recognize the …
Can I enforce communication standards between trustee and beneficiaries?
The relationship between a trustee and beneficiaries, while governed by fiduciary duty, often lacks explicit rules regarding communication. Many assume …
Can I embed social impact investing principles in the trust document?
The concept of aligning financial resources with personal values is gaining significant traction, and increasingly, individuals are seeking ways to …
Can I embed a code of conduct into the trust?
The question of whether you can embed a code of conduct into a trust, particularly with the guidance of a …
Can I distribute different amounts to different heirs?
The question of whether you can distribute different amounts to different heirs within a trust is a very common one …
Can I disinherit a family member through estate planning?
The question of whether one can disinherit a family member is surprisingly common in estate planning, and the answer, while …